Our experienced team helps intermediaries meet their clients' goals. We provide initial and ongoing product support to due diligence gatekeepers and professional buyers across wealth managers and affiliated service providers. Our dedicated approach aims to deliver exceptional services including access to our thought leaders.

Contact

To access an investment consultant/wholesaler in your area, please contact Natixis Investment Managers at 800-862-4863.

Meet the Support Teams

Relationship Management and Distribution Support

Lisa Fellini

Senior Relationship Manager

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Custom Income Solutions and Advisor Support

Joshua Bogen, CFA

Director, Managed Account Strategies

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Jessica Hill

Private Wealth Advisor

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Andrew Scheirer

Managed Accounts Portfolio Specialist

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Andrea Rivera

Managed Accounts Business Coordinator

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Annual tax information View

Check the background of investment professionals on FINRA's BrokerCheck Go to BrokerCheck